Dana Reyes9:12 AM
Run the Lincoln Park underwrite from the OM and flag anything that breaks our buy box.
- Wired to your CRM, deal Drive, and ARGUS exports
- Every run uses your own models and templates
- One flat workspace fee, not per seat
- Every run logged with verified usage
More deals than the desk can reach.
On every side of the table.
There are only so many hours on the desk. The people you have spend them on the busywork, reading rent rolls, rebuilding models, drafting the same memo or OM, instead of the judgment you hired them for. Below is how each desk, on both sides of the table, hands that work to Monroe.
Here is acquisitions. Every desk below works the same way.
MonroeAPP9:14 AM
Done. Underwrote Lincoln Park end to end against your buy box. Passes on yield, tight on coverage. Two risks flagged.
5.8%Going-in cap1.34×DSCR17.6%Levered IRR1.9×Equity mult.
- T-12 utility recovery runs 18% below your buy-box floor.
- 3 of 12 leases roll inside the hold, concentrated in Q2.
Investment CommitteeLincoln ParkMultifamily · 84 units · Chicago, IL
5.8%Cap1.34×DSCR17.6%IRR
Effective gross income$4.62M
Net operating income$2.41M
Going-in cap rate5.8%
DSCR1.34×
Levered IRR17.6%
Delivered in-channel · logged to your dashboard
Wes Tran9:17 AM
Sharp. Put it on Thursday's IC agenda.
Invest & own
The desks that put capital to work and manage it. Funds, REITs, family offices, and syndicators.
01
Acquisitions & investment
Every OM screened the day it lands.
For funds, REITs, family offices, and syndicators: Monroe reads the OM, rent roll, and T-12, fills your own underwriting model, and returns cap rate, NOI, DSCR, and levered IRR with a go/no-go against your hurdle. Screens new deals against your buy box. Drafts the IC memo in your firm’s template.
~600 to 3,200 per deal
Start your next acquisitionCommon runs
- Underwrite an acquisition end to end → cap rate, NOI, DSCR, IRR
- Screen the week’s OMs against your buy box, ranked
- Draft the IC memo from the model + market read
- Source off-market: find owners, check who you already know
- Pull sale + rent comps into a one-page market read
02
Asset management
The portfolio review that runs itself.
Monroe reads each rent roll and T-12, flags below-market rents, near-term expirations, and delinquencies, and posts the monthly variance against budget before your AM lead has finished coffee.
~400 to 1,500 per property
Run your portfolio review through MonroeCommon runs
- Monthly rent-roll review: expirations, below-market units, delinquencies
- Budget vs. actual variance memo, per property
- Lease abstracts + a key-date tracker from the docs
- Read the cash flows out of an ARGUS export into your memo
- Quarterly portfolio roll-up for the IC
03
Capital markets
The debt desk’s prep, done overnight.
Monroe sizes the debt against your DSCR, LTV, and debt-yield constraints, assembles the lender package from the model and OM, and tracks loan covenants, maturities, and reserves across the portfolio.
~500 to 2,000 per workflow
Hand Monroe your next refiCommon runs
- Size debt to your DSCR / LTV / debt-yield constraints
- Assemble the lender package from the model + OM
- Track covenants, maturities, and reserve requirements
- Compare term sheets side by side
- Refi screen: which assets clear at today’s rates
04
Investor relations
The quarter-end your LPs never wait for.
Monroe assembles the quarterly LP report from the portfolio data (NOI, occupancy, valuations, fund-level IRR and equity multiple) and drafts the commentary your investors actually read. No replacement for your CFO, but the prep is done before they sit down.
~700 to 2,500 per workflow
Let Monroe prep your next LP reportCommon runs
- Quarterly LP report: NOI, occupancy, valuations, fund IRR/EM
- Capital-call and distribution notices from the waterfall
- Fund-level performance roll-up across the portfolio
- Answer investor questions from the data room
- Variance commentary the IC actually reads
05
Boutique & emerging managers
The analyst bench you don’t have to hire.
For lean shops, Monroe is the acquisitions analyst, the asset manager, and the IR associate you wish you could afford. One subscription. One credit cap. One analyst that does the work nobody on your team has time for.
~300 to 1,500 per workflow
Add the analyst bench you can’t hireCommon runs
- First-pass underwrite on every deal that crosses your desk
- IC memo drafts in your template
- Monthly asset-management reporting
- LP-update first drafts pulled from the portfolio
- Market + comp research on demand
Advise, build & lend
The other side of the table. Investment-sales brokers, developers, and lenders.
06
Investment sales
Win the listing. Then run it.
For sell-side brokers: Monroe is the analyst on your investment-sales desk. It drafts the BOV that wins the pitch, builds the offering memorandum in your firm’s brand, pulls the comps that defend your price, and builds the buyer list you call down. All in Slack, Teams, or email.
~500 to 2,500 per assignment
Start your next listingCommon runs
- Draft the BOV / pricing opinion that wins the pitch
- Build the offering memorandum in your firm brand
- Pull sale + lease comps that defend the price
- Build the buyer list and draft the outreach
- Abstract the leases and reconcile the rent roll for the OM
07
Development
Work the site before it pencils.
For developers: Monroe pulls the parcel, ownership, and zoning, sizes up submarket demand and rents, builds the aerial and demand-driver exhibits, and drafts the capital-raise deck, so you can decide whether to chase the dirt by Friday. Bring your development model and Monroe fills it and stress-tests the yield on cost.
~400 to 2,000 per site
Work your next site with MonroeCommon runs
- Parcel, ownership, and zoning research by criteria
- Submarket demand, rent, and comp study
- Aerial and demand-driver map exhibits
- Fill your own development model, stress-test yield on cost
- Draft the LP / capital-raise deck in your brand
08
Debt & lending
Your credit analyst, in Slack.
For lenders and debt brokers: Monroe sizes the loan against your box, reads the borrower’s rent roll and T-12, drafts the credit memo, and watches the covenants and maturities in your book. For debt brokers, it builds the lender package and lays the term sheets side by side.
~500 to 2,000 per loan
Hand Monroe your next loanCommon runs
- Size the loan to your DSCR / LTV / debt-yield box
- Read the borrower rent roll and T-12, flag the risks
- Draft the credit memo from the model and OM
- Track covenants, maturities, and reserves across the book
- For brokers: build the lender package, compare term sheets
Where teams actually start.
And how fast they get value.
Which team should start with Monroe first?
Whichever desk drowns in repetitive analyst work, usually acquisitions or asset management. They see results fastest because underwriting and rent-roll reads are high-volume. Capital markets and IR adopt second; lean shops run Monroe across all of it.
Can different teams use it differently in the same workspace?
Yes. Each Slack channel scopes Monroe’s tools and approvals separately. #acquisitions can have the deal Drive + your CRM wired in for underwriting; #asset-management can have the property files + budgets wired in with approval-required reports. Same Monroe, same workspace, same flat workspace fee, different surface per channel.
What’s the learning curve?
About 15 minutes to first useful run. You pick Monroe’s tools and its first task during setup, Monroe suggests that task in a welcome DM the moment Slack connects, and the first job ships before the meeting ends. Nobody needs to learn a new app. The whole interface is the Slack you already use.
Do I need to be technical?
No. If you can write a Slack message describing what you want done, Monroe can do it. Power-user features (custom connectors, approval workflows, scheduled runs) are there if you want them; the default is talk in-channel, get the work back in-thread.
What’s a realistic time-to-first-value?
Day one. The first useful job, whether a first-pass underwrite, an OM screen, or a rent-roll read, usually ships within the first hour of connecting Slack + the deal Drive. By week two, most teams have it running 4-6 recurring jobs without thinking about it.
What if my use case isn’t listed?
The desks above are the most-common patterns we see, not the only ones. Monroe runs any workflow that fits the shape of “read from these tools, do this work, post the result.” Email hello@getmonroe.com with your use case and we’ll tell you straight up whether it’s a fit.
Your team isn’t on the list.
Tell us how you’d use it.
The desks above cover most of what we see. If your workflow is different, write to hello@getmonroe.com. We read every one.